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CIK: 0001054646
Total reported value
$1.2B
$1.2B
189 檔
24.9%
During the Q2 2025 filing period, Cape Cod Five Cents Savings Bank (CIK: 0001054646) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 189 reported positions.
In Q2 2025, Cape Cod Five Cents Savings Bank displayed an active expansion posture, initiating 189 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.67% | +2.26% | — | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.90% | -1.42% | — | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.51% | +0.01% | — | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.29% | +0.72% | — | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.72% | +0.24% | — | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.31% | -0.92% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.24% | -0.08% | — | |
| 8 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 2.86% | +0.27% | — | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.83% | +0.82% | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.79% | -0.80% | — | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.46% | +2.30% | — | |
| 12 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.02% | -0.02% | — | |
| 13 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.70% | -0.29% | — | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.55% | +0.12% | — | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.53% | +0.35% | — | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.52% | +0.84% | — | |
| 17 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.51% | -0.08% | — | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.14% | -0.18% | — | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.13% | -0.16% | — | |
| 20 | ADBE | Adobe Inc | Stock-Tech | 1.12% | -0.93% | — | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.07% | -0.30% | — | |
| 22 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.05% | -0.03% | — | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 1.03% | -0.24% | — | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.02% | -0.09% | — | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.96% | +0.11% | — | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 0.92% | -0.03% | — | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.84% | -0.24% | — | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.83% | -0.38% | — | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | +0.14% | — | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 0.80% | -0.19% | — | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.80% | -0.20% | — | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | -0.25% | — | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.79% | -0.30% | — | |
| 34 | ECL | Ecolab Inc | Stock-Materials | 0.78% | -0.21% | — | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.75% | -0.67% | — | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.22% | — | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.68% | -0.02% | — | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.66% | -0.11% | — | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.61% | -0.09% | — | |
| 40 | RMD | Resmed Inc | Stock-Healthcare | 0.59% | -0.46% | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.59% | -0.02% | — | |
| 42 | INTU | Intuit Inc | Stock-Tech | 0.58% | -0.34% | — | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.57% | -0.41% | — | |
| 44 | MSCI | Msci Inc | Stock-Financials | 0.55% | -0.16% | — | |
| 45 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.55% | -0.18% | — | |
| 46 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.55% | -0.17% | — | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.52% | +0.25% | — | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.51% | -0.40% | — | |
| 49 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.50% | -0.39% | — | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.50% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 2 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 3 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 4 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | — | NEW | New buy |
| 6 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 7 | AAPL | Apple Inc | — | NEW | New buy |
| 8 | GLTR | Abrdn Precious Metals Basket | — | NEW | New buy |
| 9 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 10 | MSFT | Microsoft CORP | — | NEW | New buy |
| 11 | VGIT | Vanguard Intermediate-term T | — | NEW | New buy |
| 12 | FLOT | Ishares Floating Rate Bond E | — | NEW | New buy |
| 13 | VWOB | Vanguard Emerg Mkts Gov Bnd | — | NEW | New buy |
| 14 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 15 | NVDA | Nvidia CORP | — | NEW | New buy |
| 16 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 17 | ANGL | Vaneck Fallen Angel High Yld | — | NEW | New buy |
| 18 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 19 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 20 | ADBE | Adobe Inc | — | NEW | New buy |
| 21 | HD | Home Depot Inc | — | NEW | New buy |
| 22 | IDEV | Ishares Core Msci Dev Mkts | — | NEW | New buy |
| 23 | SYK | Stryker CORP | — | NEW | New buy |
| 24 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 25 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 26 | AMGN | Amgen Inc | — | NEW | New buy |
| 27 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 28 | NFLX | Netflix Inc | — | NEW | New buy |
| 29 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 30 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 31 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 32 | PEP | Pepsico Inc | — | NEW | New buy |
| 33 | ADP | Automatic Data Processing | — | NEW | New buy |
| 34 | ECL | Ecolab Inc | — | NEW | New buy |
| 35 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 36 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 37 | UNP | Union Pacific CORP | — | NEW | New buy |
| 38 | CVX | Chevron CORP | — | NEW | New buy |
| 39 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 40 | RMD | Resmed Inc | — | NEW | New buy |
| 41 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 42 | INTU | Intuit Inc | — | NEW | New buy |
| 43 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 44 | MSCI | Msci Inc | — | NEW | New buy |
| 45 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 46 | CORP | Pimco Inv Grade CORP Bd ETF | — | NEW | New buy |
| 47 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 48 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 49 | TSCO | Tractor Supply Company | — | NEW | New buy |
| 50 | GLD | Spdr Gold Shares | — | NEW | New buy |
According to official SEC Form 13F filings, Cape Cod Five Cents Savings Bank reported a total U.S. public equity portfolio value of $1.2B across 189 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, VCIT) accounted for 24.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
IVV
市值: $94.7M
During Q2 2025, Cape Cod Five Cents Savings Bank's top holdings by market value included IVV (8.7%)、IJH (5.9%)、VCIT (5.5%). The largest single position, IVV, represented 8.7% of total portfolio value.
In Q2 2025, Cape Cod Five Cents Savings Bank made 189 total portfolio adjustments, initiating 189 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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